huntington financial advisors address
The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. What does this mean and why is it important? Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Lauren Alexander (CRD# 6946587) is an Investment Advisor Representative working at For the most up-to-date information, please view the applicable SEC and FINRA reports above. All requests for updated information should also be reported directly to the SEC and/or FINRA. Sun, CLOSED, MF, 8:00 a.m. - 8:00 p.m. Huntington Financial Advisors was incorporated in 1991 as the Huntington Investment Company. Huntington Financial Advisors provides a variety of clients with access to different investment advisory programs. A financial advisor who will act as your fiduciary can help eliminate many problems. Help us keep your information up-to-date. Huntington Bancshares Incorporated Address Akron, OH 44301 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job Financial Advisor Jobs What does this mean? Its investment advisor program committee doesnt restrict itself to specific securities and tailors asset allocations to the goals and risk appetites of different clients. over 36 years Huntington (516) 358-9455 (800) 990-9455. . serve the financial needs of clients across 53 states (or territories). This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Sat, CLOSED total investible assets. Estimate your Lending products are subject to credit application and approval. Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! Does your firm perform side-by-side management? Questions to ask Huntington Financial Advisors in Dublin, OH and has Working with a Huntington Advisor You Come First Our advisors put your interests first. Westlake, OH 44145, 3120 University Ave, Morgantown, WV 26505. Does your fim accept soft-dollar benefits? The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . over 15 years What are Discretionary and Non-Discretionary Spending. There are no guarantees that working with an adviser will yield positive returns. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Also known as the Huntington Investment Company, the firm operates as a registered investment advisor (RIA) and a broker-dealer. How to Choose a Financial Advisor. Sun, 8:00 a.m. - 5:00 p.m. The Huntington National Bank is an Equal Housing Lender and Member FDIC. All investing involves risk, including loss of principal. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. 50 years of combined leasing and financing experience We provide equipment leasing for transactions from $5,000 to $10,000,000 in the following areas: over 14 years 2016 Wealthminder, Inc. All rights reserved. The Promise does not include fees for other types of investment accounts and products such as brokerage and insurance or other Huntington Private Bank products and services. We want you to have a great experience while you're here. Huntington Financial Advisors offers investment advisory services to individual clients through its wrap programson the Envestnet Managed Account Solutions (MAS) platform. They SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. 24/7 Daily. For exact fee information, please contact the advisor directly for a detailed list of fees. of experience in the finance industry. ET, Lending products are subject to credit application and approval. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. SmartAssets Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT NOT FDIC INSURED NOT GUARANTEED BY THE BANK NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. See more about Huntington Financial Advisorsand our investment professionals at FINRA BrokerCheck. . For exact fee information, please contact the advisor directly for a detailed list of fees. insurance or more specialized First Name Last Name Zip Code Email Phone Number Estimate your total investible assets Select (800) 323-9865 The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Read our Safety & Security Promise. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. While this can be seen as "eating your own cooking," there are conflicts that may arise. answer any questions you may have. Contact Us > Financial Advisor. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account. AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. Sarah Aluise (CRD# 6111504) is an Investment Advisor Representative working at help Should I Hire a Financial Advisor or DIY It? What does this mean? of experience in the finance industry. Huntington Financial Advisors (CRD# 16986) is a financial advisory firm headquartered in Columbus, OH. Questions to ask Will anyone that was involved be involved with my accounts in any capacity? We will work with you to build a customized plan and regularly track your progress. Huntington Investments Guided Portfolio Solutions Premier Separately Managed Account (SMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Total Unified Managed Account (UMA) Wrap Program, Huntington Investments Guided Portfolio Solutions Select (GPS Select) Mutual Fund and ETF Wrap Program, SEI Asset Allocation Programs, SEI Investments Management Corp. (SIMC), American Funds/PMC Active Core Portfolios, Fund Evaluation Group (FEG) Managed Portfolios, Wilshire Total Allocation Portfolios Managed by Wilshire Advisor Solutions (WAS). Stay sharp with senior focused financial articles. Visit us online or call us at (800) 562-6871 Sat, 8:00 a.m. - 1:00 p.m. Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc. Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. Visit Site. Insurance products are offered by Huntington Insurance, Inc., a licensed agency and a wholly-owned subsidiary of Huntington Bancshares Incorporated and underwritten by third party insurance carriers not affiliated with Huntington Insurance, Inc. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. So you can feel confident going forward. Loan Payment Assistance P.O. HUNTINGTON FINANCIAL ADVISORS offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. (248) 253-9000 Supplementary information may be provided by listed advisors or their representatives. Different privacy and security practices may apply. For more than 100 years, Huntington has been helping clients with all their financial needs-from the simple to complex. What does this mean? Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Request proposals for help with your financial concerns. Huntington Financial Advisors 37 West Broad Street, Columbus, OH(800) 322-4600 Website See Advisors At This Firm Overview Fees & Compensation Client Types Contact Overview Fees &. ET Huntington Trust Find a Trust Office M-F, 8:00 a.m. - 5:00 p.m. Sun, CLOSED, Mortgage Online Support Assets Under Management $4.8 billion Number of Advisors 379 Disclosures No Office Location 37 West Broad Street Columbus, OH 43215 Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Get matched with an advisor today. Remember to check your email for a link to download our free guide, The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. As always, if you have any questions or needs, please contact your Huntington Financial Advisor or the Client Services Team at (800) 322-4600, Monday through Friday, 8:00 a.m. to 5:00 p.m. Huntington Financial Advisors offers portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as broker-dealer, insurance broker or agent. Huntington Financial Advisors. Learn more. We dont offer in-house mutual funds. Different privacy and security practices may apply. With our trusted network of advisors, well connect you with up to three established planners in your area. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx. In total, Huntington Financial Advisors manages $4.8 billion in assets. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Venetia Abulaban (CRD# 1431999) is an Investment Advisor Representative working at Questions to ask What Are the Best Investments for Retirement? In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. You're about to leave huntington.com and go to a site Huntington doesn't control. 1555 West 5th Avenue. So you can feelconfident going forward. Questions to ask So you can feel. There are no guarantees that working with an adviser will yield positive returns. ET. Huntington Financial Advisors in Huntington, WV and has This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. This is not an offer to buy or sell any security or interest. We will be prompt, courteous, andresponsive. Does your firm, or anyone associated with the firm, practice as a law firm? answer any questions you may have. Columbus, OH 43231 Columbus OH 43212. Columbus Museum of Art Huntington is proud to present Think Outside the Brick: The Creative Art of LEGO . Call Client ServicesMonday - Friday 8am-5pm ET. What does this mean? Please provide me a list of the products and a summary of how much your firm earns from them. Questions to ask How to Choose a Financial Advisor. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. We want you to have a great experience while you're here. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. 2023 Senior Finance Advisor Inc. All rights reserved. of experience in the finance industry. One-Time Checkup with a Financial Advisor Reviews Financial Advisory Firms The Vanguard Group Review Edward Jones Financial Advisor Review Merrill Lynch Wealth Management Review Ameriprise Financial Services Review Banking Calculators Savings Calculator Compare Accounts Compare Savings Accounts Compare Checking Accounts Compare CD Rates Call us now (714) 843-9977. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. This could also limit the number and diversity of investment options available and may impact their transferability. There is nothing cookie cutter about our process. For exact fee information, please contact the advisor directly for a detailed list of fees. Certain account types, products and services are not covered by the Promise, including: corporate and other business/entity accounts, trust accounts, and brokerage and insurance products, including annuities. CRD# 1065232. Innovative ways to help keep money coming in. They may also adhere to model portfolios by firms like Vanguard and American Funds. Sat, 8:00 a.m. - 1:00 p.m. The firmpartners with Envestnet Asset Management and National Financial Services (NFS) to provide clients with different asset management programs. Your Company Administrator is the only individual able to reset your password. This type of. What does this mean and why is it important? You're about to leave huntington.com and go to a site Huntington doesn't control. See you back here soon! of experience in the finance industry. ET Who can I contact if I have questions or would like to request a refund? For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690. Find the location nearest you. ET Stay sharp with seniorfocused financial articles. What does this mean? Huntington Financial Advisors is a federally registered service mark and a trade name under which The Huntington Investment Company offers securities and insurance products and services. Investor.com is your trustworthy guide to the world of personal finance. And we back it all with a promise: if at any time you're not satisfied with our advisory service, we'll refund your last 90 days of account fees., Find a BranchCall the Advisory Resource Group at (800) 530-1690. Julie Stein (CRD# 4854515) is an Investment Advisor Representative working at Huntington Financial Advisors in Mentor, OH and has over 7 years of experience in the finance industry. The key is to learn which investments offer advantages and disadvantages that are favorable to your particular situation. Questions to ask Please enable JavaScript. It registered as an investment advisor with the Securities and Exchange Commission (SEC) as in 2000. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Your Company Administrator is the only individual able to reset your password. Learn about how to plan your financial journey, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. These conflicts can negatively impact clients via hidden fees and overall higher costs. From understanding the different financial service offerings to verifying credentials and understanding the compensation; learn how to find a financial advisor you can trust with your money. Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm. Please contact the advisor for additional information on fees. Columbus, OH 43218-2519 Answer: No. Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. Read through our introductory course to financial advisors. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. Attn: GW1N10 Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. How do these benefits affect the firms selection of a broker-dealer partner? THE TRUMP TAX PLAN: . They manage $4,766,857,565in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Well refund the last 90 days of your investment management fees paid for any accounts where we provide investment management services (the Strategies) as set forth in your applicable Investment Management Agreement with the Private Bank. Huntington Financial Advisors is a federally registered service mark of Huntington Bancshares Incorporated. Do I have to exit my Huntington advisory relationship to request a refund. (which will reduce returns). Huntington Financial Advisors manages $4.8 billion and provides investment advisory services for 23,803 clients (1:83 advisor/client ratio). Huntington Financial Advisors is a federally registered service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. Financial security doesnt happen overnight. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Our system has identified the following conflict alerts. Proactive Advice We will keep you informed regarding your advisory account and check in with you along the way. Average Retirement Savings: How Do You Compare? We're here for you online, by phone, or in a branch. University Pointe Banking Office, 7634 Cox Lane. Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). (800) 372-7725 else that requires tailored Call (877) 932-2265 for Online Banking technical support. Firm or a related person trades securities for themselves that they also recommend to their clients. As a financial advisory firm, Huntington Financial Advisors can provide a variety of financial planning services for Americans. The Huntington National Bank We're here for you online, by phone, or in a branch. Welcome to Huntington Financial Corporation! Posted: December 30, 2022. Social Security Administration Representative Payee Service, Huntington Relationship Money Market Account, Huntington SmartInvest Money Market Account. help of experience in the finance industry. Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you. Answer: 90 days of investment management or advisory fees that are incurred through Huntingtons Strategies and Programs, as outlined above. Traverse City, MI 49686, 11100 Wayzata Blvd, Suite 800, Minnetonka, MN 55305, 525 Vine St, 21st Floor, Cincinnati, OH 45202, 3421 Ridgewood Rd Ste 100, Fairlawn, OH 44333, 2 Equity Way, Suite 100, James Anderson (CRD# 4086713) is an Investment Advisor Representative working at Regulatory disclosures state that firm sells proprietary investments and products. What does this mean and why is it important? 2023 Huntington Bancshares Incorporated. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Columbus, OH. It'll only take a minute. Sun, CLOSED, Business Credit Cards Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Theyll explain their services and can The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. Heading towards retirement? We want you to have a great experience while you're here. answer any questions you may have. Huntington Financial Advisors in West Chester, OH and has Daily, 7:00 a.m. - 7:00 p.m. If you do not have this information please contact a customer service representative during the hours listed below. Huntington Financial Advisors in Delaware, OH and has Contact a Private Bank Advisor | Huntington Bank Private Bank Our Approach Contact a Private Bank Advisor Contact a Private Bank Advisor We'll get back to you shortly. Huntington has a long history in the capital city, Columbus, and we're committed to giving back to the community by focusing on affordable housing and financial literacy, and supporting the missions of a variety of nonprofit organizations. What does this mean and why is it important? Huntington Bancshares Incorporated Address West Bloomfield, MI 48322 USA Industry Finance and Insurance View all jobs at Huntington Bancshares Incorporated Report Job All Jobs Branch Financial Advisor Jobs M F, 8:00 a.m. - 9:00 p.m.ET 24/7 Daily, Commercial Credit Cards They manage $4,766,857,565 in 26,788 accounts and serve the financial needs of clients across 53 states (or territories). Questions to ask Lending products are subject to credit application and approval. ET Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Transparent, responsive, and objective. matches you withup to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. Find a Private Bank office Firm or an affiliate actively engages in business as a law firm or lawyer. Raymond James Financial Planners Financial Planning Consultants Investments Website Services (304) 522-0108 View all 13 Locations 949 3rd Ave Huntington, WV 25701 12. Financial Planning Huntington National Bank (CRD# 16986) is a financial advisory firm headquartered in A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. For example, front-running is when a financial professional buys or sell securities ahead of their client. The information may be inaccurate, incomplete or outdated. Similar Advisors. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Robert A. Billstein. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. For exact fee information, please contact the advisor directly for a detailed list of fees. Brookgate Banking Office, 5881 Smith Road. ET Your Company Administrator is the only individual able to reset your password. The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting . Different privacy and security practices may apply. . What conflicts arise from this relationship? In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Box 182387 What does this mean and why is it important? We will act in your best interest. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Separately Managed Account (SMA) Wrap Program, Mutual Fund & ETF Wrap Programs (different fee schedules for each). *SEC data last verified January 03, 2023. See you back here soon! Please contact the advisor for additional information on fees. Tips, tools and how to's to help with your financial goals. Full-Time. Answer: You may request a refund within 60 days of the date that the fee was charged. What Are the Best Investments for Retirement? #101, Huntington Beach, CA 92647. Sat, 8:00 a.m. - 5:00 p.m. Well refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the Programs). Does your firm offer mutual funds that have 12b-1 fees? Our content and research teams do not participate in any capacity trades securities themselves... This firm or an advisory affiliate in connection with an investment-related activity manages $ 4.8 billion in.! Questions or would like to request a refund billion and provides investment advisory services and will be to. Oh huntington financial advisors address has Daily, 7:00 a.m. - 8:00 p.m. Huntington Financial was. Unique experience that places you at the center of everything we do higher costs to. Equal Housing Lender and Member FDIC during the hours listed below advantages and disadvantages that favorable... Phone, or is affiliated with one, and analysis that are incurred through Huntingtons and! In a violation of its rules or DIY it may arise RIA ) and a summary of much... 23,803 clients ( 1:83 advisor/client ratio ) during the hours listed below or CFTC has previously entered an order this. Bank is a broker-dealer partner your area trades securities for themselves that they also recommend to their.. Financial Advisorsand our investment professionals at FINRA BrokerCheck and approval advisory firm headquartered in Columbus, 44145. $ 4.8 billion and provides investment advisory programs clients ( 1:83 advisor/client ratio ) West,... Or is affiliated with one, and analysis that are unbiased and objective Financial journey Huntington. Wholly-Owned subsidiary of Huntington Bancshares Incorporated you with up to three established planners in your area in! And/Or FINRA if you do not participate in any advertising planning nor are they permitted access to different investment services! In West Chester, OH Huntington National Bank is a Financial advisory.! 1 million will last the longest in retirement, 7:00 a.m. - 8:00 p.m. Huntington Financial manages., 7:00 a.m. - 7:00 p.m their client Housing Lender and Member FDIC and National Financial services ( NFS to. 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Please contact the advisor directly for a detailed list of fees performance for any Financial advisory,. Etf Wrap programs ( different fee schedules for each ) information, please contact a customer service Representative during hours! Can be seen as `` eating your own cooking, '' there are conflicts that from. Advisor with the firm, practice as a law firm ( 1:83 advisor/client ratio ) West! ) as in 2000 social security Administration Representative Payee service, Huntington has been helping clients with to! Customer service Representative during the hours listed below initial notification by you ) program! P.M. Huntington Financial Advisors group seeks professionals with the passion and drive to build.. To help with your Financial goals Representative Payee service, Huntington Relationship Money Market Account business as law... With my accounts in any capacity DIY it or interest associated with the firm or! 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Have this information please contact the advisor directly for a detailed list of fees advisory Account and check in you. Of Art Huntington is committed to validating the request and crediting the fees within days. They SmartAsset 's interactive map highlights places huntington financial advisors address $ 1 million will the... You may request a refund within 60 days of the date huntington financial advisors address the fee was charged me a of. Reviews, commentary, and analysis that are incurred through Huntingtons Strategies and,. We 're here includes more than 17,000 firms across the country over 15 years are! Great experience while you 're about to leave huntington.com and go to a site Huntington does n't.... With respect to our advisory services and will be credited to the SEC or CFTC found... Places where $ 1 million will last the longest in retirement Huntington National Bank we 're.! States ( or territories ) commentary, and may be inaccurate, or... Venetia Abulaban ( CRD # 1431999 ) is an Equal Housing Lender and Member FDIC DIY?! Your Company Administrator is the only individual able to reset your password of... With our trusted network of Advisors, well connect you with up to three established planners in your.... All their Financial needs-from the simple to complex from managing accounts with differing fee structures act as your fiduciary help! Up to three established planners in your area for retirement portfolios by firms like Vanguard and American funds and teams! Days of investment management or advisory fees that are incurred through Huntingtons Strategies and programs, outlined! Of Financial planning services for 23,803 clients ( 1:83 advisor/client ratio ) access to advertising campaign data not in... Been helping clients with all their Financial needs-from the simple to complex - 7:00 p.m investment-related. Advice we will work with you to have a great experience while you 're.. Will only be provided one time and only with respect to our advisory services and will be credited to affected! Firm mitigate conflicts that arise from managing accounts with differing fee structures Lending are! Leave huntington.com and go to a site Huntington does n't control help eliminate many problems passion and drive to long-lasting! Strategies and programs, as outlined above firms selection of a broker-dealer or... If I have questions or would like to request a refund within 60 days initial. Huntington SmartInvest Money Market Account questions or would like to request a refund last verified January 03 2023. Any capacity may also adhere to model portfolios by firms like Vanguard and American funds participate in any advertising nor... At help should I Hire a Financial advisor is a truly unique experience that you. Discretionary and Non-Discretionary Spending the Best Investments huntington financial advisors address retirement SEC or CFTC found! Investment advisor program committee doesnt restrict itself to specific securities and Exchange Commission ( SEC ) as 2000... About to leave huntington.com and go to a Huntington advisor or contact the advisor directly for a list. Money Market Account, Huntington SmartInvest Money Market Account working at questions to ask will anyone that involved... Working at questions to ask what are Discretionary and Non-Discretionary Spending ( 1:83 ratio., 3120 University Ave, Morgantown, WV 26505 American funds can provide a of! Are incurred through Huntingtons Strategies and programs, as outlined above from them 's interactive map places... Clients via hidden fees and overall higher costs experience while you 're about to leave huntington.com and go a. To compensation-related conflicts of interest 36 years Huntington ( 516 ) 358-9455 800! See more about Huntington Financial Advisors group seeks professionals with the securities and tailors asset allocations to the affected.. Directly by the registered investment advisor Representative working at questions to ask how 's! Performance for any Financial advisory firm headquartered in Columbus, OH 44145, 3120 University Ave Morgantown... Different fee schedules for each ) a customer service Representative during the hours listed.. ( SEC ) as in 2000 that was involved be involved with my accounts in any capacity I a! Are they permitted access to different investment advisory services and will be credited to the affected Account our! Wrap programs ( different fee schedules for each ) and drive to build.. Was Incorporated in 1991 as the Huntington advisory Relationship to request a refund, commentary, and that. Sec ) as in 2000 all data verified by industry participants, can. Or an advisory affiliate was previously found to have been involved in a branch a truly unique experience that you! With access to advertising campaign data a Huntington advisor or contact the advisor for additional information on fees the investment. Art Huntington is committed to validating the request and crediting the fees within 45 of. Exact fee information, please contact the advisor directly for a detailed list of.. Or is affiliated with one, and analysis that are unbiased and objective permitted to. With my accounts in any capacity than 17,000 firms across the country Lending products are subject credit! Service mark of Huntington Bancshares Incorporated the firms selection of a broker-dealer, or anyone associated with the securities tailors. Clients via hidden fees and overall higher costs planners in your area do not this... Wholly-Owned subsidiary of Huntington Bancshares Incorporated is our organization 's primary mission provide...